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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,910 | $109,872+1.9% | $98,483+13.6% | $167,536-33.2% |
| Participation rate | 83.3% | 75.8%+7.5pp | 73.3%+10.0pp | 82.1%+1.2pp |
| Annual return | 13.21% | 1959.31%-1946.1pp | 1494.38%-1481.2pp | 478.82%-465.6pp |
| Employer contribution / active EE | $5,012 | $3,225+55.4% | $2,961+69.3% | $4,839+3.6% |
| Participant deferral / active EE | $6,220 | $4,673+33.1% | $4,276+45.4% | $6,342-1.9% |
| Admin fee / account holder | $0 | $6,757-100.0% | $5,953-100.0% | $12,315-100.0% |